Lindsay S.

• Architected and deployed a robust enterprise data quality framework across 14 cross-functional teams, establishing a new benchmark for governance and elevating the Data Quality Score from 65 to 99.72—instilling executive confidence in the integrity of sales data. • Directed a CEO-sponsored initiative to build Annuity channel reporting from the ground up—translating strategic vision into scalable analytics solutions and ensuring alignment across actuals, forecasts, and plans through close collaboration with FP&A, BI, and Data Engineering. • Led a comprehensive data governance transformation, defining and operationalizing controls for Critical Data Elements (CDEs). Achieved 100% metadata catalog completion in Alation and implemented 42 automated data quality rules in Collibra DQ, reducing Time-to-Resolve (TTR) by 85% and enhancing data discoverability (see Project: Proactive Data Governance Transformation). • Developed an automated monthly DB/DC plan reporting process for Institutional Solutions, replacing a manual, labor-intensive Excel workflow and saving ~20 hours per month in data processing, validation, and upload time. • Partnered with Data Engineering to design and implement a three-tier data model (staging, semantic, reporting) for enterprise-wide Expense Allocation, improving data traceability and reducing MicroStrategy cube extraction time by 80%. • Designed and delivered interactive Power BI and Tableau dashboards by integrating complex data lake schemas, enabling executive and product teams to self-serve insights, monitor KPIs in real time, and reduce ad hoc reporting requests by 60%. • Championed data governance by creating documentations, leading training sessions, and sharing success stories—boosting data literacy and driving adoption of governance standards across the analyst community.

• Led enterprise-wide financial data initiatives, managing and analyzing complex datasets spanning five business divisions, 800+ revenue streams, and over 6,000 institutional clients. Spearheaded the development of an automated Alteryx-based reporting system that identified revenue anomalies and reduced manual workload by 70%. • Conducted root cause analysis of monthly revenue fluctuations, implementing advanced data quality checks and validation protocols that reduced discrepancies by 30% and improved the accuracy of financial insights. • Transformed business intelligence capabilities by designing interactive Power BI dashboards that uncovered actionable insights into sales performance, driving a 15% boost in sales team productivity and strategic decision-making. • Directed a critical data modernization project, successfully migrating over a decade of SaaS sales data and 20+ revenue accounts from a legacy Access database to a secure cloud-based infrastructure—enhancing data accessibility, scalability, and compliance.

Yuanta Securities is a leading Asian investment banking with 14,000 employees and offices throughout the Asia-Pacific region. (2019 Best Taiwanese Securities House Awarded by NASDAQ) • Independently managed the daily operations of a $1.6B money market fund (MMF) for institutional investors, overseeing trading execution, compliance monitoring, and performance reporting—ensuring optimal liquidity, risk control, and alignment with investment mandates. • Pioneered the launch of a cross-border equity investment product targeting China/Hong Kong markets—serving as the primary liaison with China Asset Management Co. (AMC), one of China’s largest asset management company. Led daily trading strategy discussions, investor communications, and media reporting, including TV appearances. • Authored 20+ Investment Policy Statements (IPS) and collaborated with compliance and legal teams to structure, issue, and manage fixed income and equity products. Oversaw post-purchase management, dividend distribution, and provided operational support to 120+ retail branches. • Leveraged fixed income research expertise to support interest rate forecasting and asset/liability modeling. Delivered quantitative insights to the risk and compliance teams, enhancing regulatory alignment and portfolio resilience.

• Acted as the primary investor-facing communicator for 10+ Pre-IPO companies, delivering data-driven, research-intensive presentations and interactive dashboards that showcased growth opportunities, market analysis, and scenario-based financial forecasts to institutional investors. • Facilitated institutional investor engagement by preparing earnings call materials, crafting strategic messaging, and coordinating directly with executive teams (CEOs and CFOs) to ensure clear, consistent dialogue with external stakeholders.

• Drove international investor engagement by launching and managing an overseas investor relations program, resulting in a 20% increase in global investor awareness and visibility for the KOSDAQ-listed company. • Collaborated closely with the FP&A team to support financial planning and analysis efforts, ensuring alignment between investor messaging and corporate financial strategy. • Built and nurtured long-term relationships with institutional investors through consistent communication, transparent reporting, and proactive engagement, strengthening investor confidence and loyalty.

- Top GPA in the department (GPA 4.0/4.0) - Advanced R/SAS/SQL Programming skills - Outstanding graduate student interviewed by the news - International Student Leader ISA 2020 Spring - CFA® Level 3 Candidate

- Top GPA (3.87/4.00) and top performance: Dean’s Tuition Full Scholarship Recipient - Published thesis - “(A) study on the offshore corporate bond spread: focusing on Asian emerging markets” - Passed CFA® level 1